Managers

144 positions · as of September 30, 2026 · Microsoft Corp · Vanguard Malvern Fds · Schwab Strategic Tr

24 positions · as of September 30, 2026 · Mastercard Incorporated · Intuitive Surgical Inc · Tyler Technologies Inc

120 positions · as of June 30, 2026 · Southern First Bancshares · Equity Bancshares · Nicolet Bankshares

129 positions · as of June 30, 2026 · Vanguard Bd Index Fds · Invesco Qqq Tr · Schwab Strategic Tr

23 positions · as of June 30, 2026 · Universal Display Corp · Moodys Corp · Mircosoft Corp

64 positions · as of September 30, 2026 · Pimco ETF Tr · American Centy ETF Tr · Goldman Sachs Physical Gold

1727 positions · as of September 30, 2025 · Dimensional ETF Trust · Vanguard Index Fds · Apple Inc

225 positions · as of September 30, 2026 · Ishares Tr · Wisdomtree Tr · Walmart Inc

84 positions · as of June 30, 2026 · Nvidia Corporation · Amphenol Corp · Alphabet Inc

445 positions · as of September 30, 2026 · First Tr Exchng Traded Fd Vi · Ishares Tr · J P Morgan Exchange Traded F

215 positions · as of September 30, 2026 · Ishares Tr · Blackrock ETF Trust · SPDR Series Trust

379 positions · as of September 30, 2026 · Ishares Tr · SPDR Series Trust · First Tr Exchange-traded Fd

184 positions · as of June 30, 2026 · Ishares Tr · Quanta Svcs Inc · Nvidia Corporation

38 positions · as of June 30, 2026 · Freeport Mcmoran Inc · Taiwan Semiconductor Manufac · Dover Corp

105 positions · as of June 30, 2026 · Teva Pharmaceutical Inds Ltd · Biogen Inc · Mineralys Therapeutics Inc

51 positions · as of June 30, 2026 · Transalta Corp · Vistra Corp · Union Pac Corp

662 positions · as of June 30, 2026 · State Street SPDR Port S&P 500 Large Cap ETF · Vanguard Dividend Appreciation ETF · Ishares 0-5 Year Investment Grade ETF

785 positions · as of September 30, 2026 · Ishares Tr · Schwab Strategic Tr · Dimensional ETF Trust

444 positions · as of June 30, 2014 · Apple Inc · Pfizer Inc · Bank Of America Corp

134 positions · as of June 30, 2026 · Berkshire Hathaway Inc Del · Apple Inc · Alphabet Inc

2 positions · as of June 30, 2026 · Pdd Holdings Inc · Youdao Inc

970 positions · as of June 30, 2026 · Ishares Tr · Invesco Qqq Tr · Proshares Tr

133 positions · as of June 30, 2026 · SPDR Series Trust · Schwab Strategic Tr · Ishares Tr

141 positions · as of September 30, 2026 · SPDR Series Trust · Schwab Strategic Tr · Vanguard Intl Equity Index F